Stocktake Pre-Count Import

What is the Stocktake Pre-Count Import Program?

This program gives the ability to import scanner files into the system, which will then be added to the pre-count. These files should only include items that you are certain the stock levels wont change between the point of counting them and the time you are going to complete the full stocktake.

When should you use the Stocktake Pre-Count Import Program?

The program can be used at any point prior to freezing a branch and should only consist of items that you know the stock levels will not change after adding the to the pre-count.

Steps to use the Stocktake Pre-Count Import Program

1) Select Branch

2) Select File

3) Import File

Select Branch

The first step to this program is to choose which branch the file you are importing relates to. The dropdown will list all branches and you will need to select which branch your file relates to.

Select File

The next step is to locate and select the file you are wanting to import. To do this click “Browse” next to filename and this will open a file explorer window. You will need to navigate to where you have saved the file, select the file and click “open.”

Import File

Once you have selected the branch and the file you are looking to import, you will need to click on the import Button to add the selected file to the system.

Stocktake Pre-count update

What is the Stocktake Pre-Count update Program?

This program provides the ability to see how many stock records are currently in the pre-count as well as adding the pre-count to the stocktake or clearing out all current records in the pre-count. Items will be added to the pre-count if the scanner file is uploaded prior to the branch being frozen.

When should you use the Stocktake Pre-Count update Program?

The pre-count update program should be used once you are certain that all items that are going to be staying at the same stock level have been entered into the system. At this point, you should then upload the file setting the stocktake date to the date you are planning on running a full stocktake.

Steps to use the Stocktake Pre-Count update Program

1) View current number of pre-count records

2) Add pre-count to stocktake

OR

3) Clear down pre-count

View current number of Pre-count records

When first loading the pre-count update screen you will be presented with a screen showing all of the current pre-counts (what date they were done, which branch they are for and how many records are on the pre-count)

Add Pre-count to stocktake

If you are wanting to add the pre-count to your stockake then first freeze the branch you are looking to add the count for, then select “add pre-count,” this will then provide you with a calendar selection box asking for the date of the stocktake. Set the date you are planning to do the stocktake on and click next. This will then add the pre-count to the stocktake when the set date arrives.

**If you do not see a stocktake to select, make sure you have already frozen the branch you are looking to add the count for**

Clear Down Pre-count

If you believe that the pre-count figures shown are incorrect then you can clear down the pre-count removing all figures from the pre-count allowing you to add them in again. To do this, select “clear down Pre-count” this will then provide you with all the pre-counts allowing you to select which one you wish to clear down. Tick the “delete” box against the relevant pre-count and click “delete selected” this will then remove the select pre-counts from the system.